Licensed Financial Solutions Advisor I

Bank of America; United States; On-site; USD 45,000 - 75,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and to learn foundational advisory skills, including client relationship management and risk-aware financial planning. In-office training and ongoing certification programs are provided to progress to Stage II, with opportunities across banking and Merrill teams.

The role starts in a financial center, focusing on end-to-end advisory services, building client reviews, and

Qualifications

• Aptitude for obtaining required industry licenses.
• Must manage time and capacity effectively.
• Experience cultivating client relationships and identifying needs.
• Strong communication and collaboration skills.

Responsibilities

• Provide end-to-end comprehensive advice and deliver client reviews/presentations.
• Collaborate with core banking and investment partners to meet client needs.
• Connect clients to Bank of America and Merrill solutions to cover financial needs.
• Build and maintain a professional network to grow the client base.

Skills

Time management

Client relationships

Communication

Adaptability

Spanish speaking

Education

High School Diploma / GED

Bachelor’s degree in Finance/Business

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and to learn foundational advisory skills, including client relationship management and risk-aware financial planning. In-office training and ongoing certification programs are provided to progress to Stage II, with opportunities across banking and Merrill teams.

The role starts in a financial center, focusing on end-to-end advisory services, building client reviews, and